{
  "path": "/advisors/wa/flat-fee",
  "url": "https://advisorcensus.com/advisors/wa/flat-fee/page/6",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Washington",
  "filters": {},
  "scope_total": 309,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Washington?",
      "a": "AdvisorCensus lists 779 investment advisory firms with a principal office in Washington, from Form ADV filings as of October 2026: 294 SEC-registered, 377 state-registered, and 108 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Washington?",
      "a": "332 of the 779 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Washington offer financial planning?",
      "a": "438 of the 671 firms in Washington that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Washington fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 332 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Washington who charge a fixed fee. AdvisorCensus lists 309 investment advisory firms with a principal office in Washington that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Washington: 309 firms from Form ADV filings as of October 2026.",
  "total_firms": 309,
  "page": 6,
  "total_pages": 7,
  "sort": "name",
  "registration_types": {
    "sec": 150,
    "state": 159,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 159
    },
    {
      "code": "percentage_of_aum",
      "count": 270
    },
    {
      "code": "hourly",
      "count": 219
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 309
    },
    {
      "code": "commissions",
      "count": 5
    },
    {
      "code": "performance_based",
      "count": 29
    },
    {
      "code": "other",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 88
    },
    {
      "code": "5_to_9",
      "count": 96
    },
    {
      "code": "10_to_19",
      "count": 77
    },
    {
      "code": "20_plus",
      "count": 48
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 81
    },
    {
      "code": "25m_100m",
      "count": 54
    },
    {
      "code": "100m_500m",
      "count": 82
    },
    {
      "code": "500m_1b",
      "count": 22
    },
    {
      "code": "1b_5b",
      "count": 24
    },
    {
      "code": "over_5b",
      "count": 16
    },
    {
      "code": "not_reported",
      "count": 30
    }
  ],
  "firms": [
    {
      "crd_number": 306537,
      "name": "Spencer Financial Planning, LLC",
      "name_as_filed": "SPENCER FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/spencer-financial-planning-llc-spokane-wa-306537",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284496,
      "name": "SPG Advisors LLC",
      "name_as_filed": "SPG ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/spg-advisors-llc-kirkland-wa-284496",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297952,
      "name": "Starklogic LLC",
      "name_as_filed": "STARKLOGIC LLC",
      "url": "https://advisorcensus.com/firm/starklogic-llc-297952",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340874,
      "name": "Steelhead Capital Management LLC",
      "name_as_filed": "STEELHEAD CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/steelhead-capital-management-llc-340874",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283480,
      "name": "Steward Capital LLC.",
      "name_as_filed": "STEWARD CAPITAL LLC.",
      "url": "https://advisorcensus.com/firm/steward-capital-llc-bellevue-wa-283480",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330611,
      "name": "Stewardship Concepts Financial Services LLC",
      "name_as_filed": "STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/stewardship-concepts-financial-services-llc-spokane-wa-330611",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148763,
      "name": "Strategic Asset Alliance",
      "name_as_filed": "STRATEGIC ASSET ALLIANCE",
      "url": "https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297011,
      "name": "Strategic Retirement Partners, LLC",
      "name_as_filed": "STRATEGIC RETIREMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/strategic-retirement-partners-llc-seattle-wa-297011",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335968,
      "name": "Strong Retirement Solutions",
      "name_as_filed": "STRONG RETIREMENT SOLUTIONS",
      "url": "https://advisorcensus.com/firm/strong-retirement-solutions-silverdale-wa-335968",
      "city": "Silverdale",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171313,
      "name": "Summit Family Office Services, LLC",
      "name_as_filed": "SUMMIT FAMILY OFFICE SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/summit-family-office-services-llc-171313",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325955,
      "name": "Sunrise Financial Services LLC",
      "name_as_filed": "SUNRISE FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/sunrise-financial-services-llc-burien-wa-325955",
      "city": "Burien",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289303,
      "name": "Sustain Financial Inc.",
      "name_as_filed": "SUSTAIN FINANCIAL INC.",
      "url": "https://advisorcensus.com/firm/sustain-financial-inc-lacey-wa-289303",
      "city": "Lacey",
      "state": "WA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304021,
      "name": "Synergos Advisory",
      "name_as_filed": "SYNERGOS ADVISORY",
      "url": "https://advisorcensus.com/firm/synergos-advisory-seattle-wa-304021",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327439,
      "name": "Telos Wealth",
      "name_as_filed": "TELOS WEALTH",
      "url": "https://advisorcensus.com/firm/telos-wealth-wenatchee-wa-327439",
      "city": "Wenatchee",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171808,
      "name": "Tenere Financial",
      "name_as_filed": "TENERE FINANCIAL",
      "url": "https://advisorcensus.com/firm/tenere-financial-171808",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167653,
      "name": "TFS Advisors, LLC",
      "name_as_filed": "TFS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tfs-advisors-llc-edmonds-wa-167653",
      "city": "Edmonds",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114616,
      "name": "The Planner's Edge LLC",
      "name_as_filed": "THE PLANNER'S EDGE LLC",
      "url": "https://advisorcensus.com/firm/the-planner-s-edge-llc-mercer-island-wa-114616",
      "city": "Mercer Island",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148106,
      "name": "The Retirement Solution LLC",
      "name_as_filed": "THE RETIREMENT SOLUTION LLC",
      "url": "https://advisorcensus.com/firm/the-retirement-solution-llc-redmond-wa-148106",
      "city": "Redmond",
      "state": "WA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327403,
      "name": "The Road Ahead Wealth Management LLC",
      "name_as_filed": "THE ROAD AHEAD WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/the-road-ahead-wealth-management-llc-327403",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108917,
      "name": "Threadline Wealth",
      "name_as_filed": "THREADLINE WEALTH",
      "url": "https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158475,
      "name": "Timepiece Financial Planning, Inc.",
      "name_as_filed": "TIMEPIECE FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/timepiece-financial-planning-inc-battle-ground-wa-158475",
      "city": "Battle Ground",
      "state": "WA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145934,
      "name": "Tradewinds Capital Management, LLC",
      "name_as_filed": "TRADEWINDS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tradewinds-capital-management-llc-bellingham-wa-145934",
      "city": "Bellingham",
      "state": "WA",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306929,
      "name": "Triangulum Wealth Management",
      "name_as_filed": "TRIANGULUM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/triangulum-wealth-management-306929",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118273,
      "name": "Truenorth Wealth Advisors",
      "name_as_filed": "TRUENORTH WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/truenorth-wealth-advisors-seattle-wa-118273",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316079,
      "name": "Truewealth Financial Partners",
      "name_as_filed": "TRUEWEALTH FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/truewealth-financial-partners-bellevue-wa-316079",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301548,
      "name": "Tschetter Group",
      "name_as_filed": "TSCHETTER GROUP",
      "url": "https://advisorcensus.com/firm/tschetter-group-bellevue-wa-301548",
      "city": "Bellevue",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117465,
      "name": "Turloff Financial Consulting Inc.",
      "name_as_filed": "TURLOFF FINANCIAL CONSULTING INC.",
      "url": "https://advisorcensus.com/firm/turloff-financial-consulting-inc-poulsbo-wa-117465",
      "city": "Poulsbo",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298206,
      "name": "Two Firs Financial",
      "name_as_filed": "TWO FIRS FINANCIAL",
      "url": "https://advisorcensus.com/firm/two-firs-financial-seattle-wa-298206",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328638,
      "name": "Upfront Financial Planning, LLC",
      "name_as_filed": "UPFRONT FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/upfront-financial-planning-llc-spokane-wa-328638",
      "city": "Spokane",
      "state": "WA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298637,
      "name": "Upleft Asset Management",
      "name_as_filed": "UPLEFT ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/upleft-asset-management-port-angeles-wa-298637",
      "city": "Port Angeles",
      "state": "WA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315427,
      "name": "UTA LLC",
      "name_as_filed": "UTA LLC",
      "url": "https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427",
      "city": "Vancouver",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173397,
      "name": "Vail Ridge Capital, LLC",
      "name_as_filed": "VAIL RIDGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/vail-ridge-capital-llc-173397",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333280,
      "name": "Valiant Financial Planning, LLC",
      "name_as_filed": "VALIANT FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/valiant-financial-planning-llc-kirkland-wa-333280",
      "city": "Kirkland",
      "state": "WA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304550,
      "name": "Van Ray Wealth Management",
      "name_as_filed": "VAN RAY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/van-ray-wealth-management-edmonds-wa-304550",
      "city": "Edmonds",
      "state": "WA",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312241,
      "name": "Veltra Capital",
      "name_as_filed": "VELTRA CAPITAL",
      "url": "https://advisorcensus.com/firm/veltra-capital-seattle-wa-312241",
      "city": "Seattle",
      "state": "WA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152140,
      "name": "Viceroy Investment Advisors LLC",
      "name_as_filed": "VICEROY INVESTMENT ADVISORS LLC",
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  "csv": null,
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}